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Klarman and others write op-ed to Bernanke


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A little unusual.  They wrote in the WSJ warning of QE2 and the likely outcome of dollar weakness and inflation.

 

Considering some of the names on the list, the warning is worth listening to.  When I hear weak US dollar and inflation I immediately think of oil as protection.  Given the supply/demand situation over the next decade it looks even better.

 

Here is their letter

 

http://valueinvestorcanada.blogspot.com/2010/11/seth-klarman-and-others-write-to.html

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I'm sure the last year and a half has resulted in Chanos retracing his historical returns from shorting!  Oh, but then again, he's providing negative correlation to the indices for his institutional clients in return for those fat fees he charges.  Cheers!

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I'm sure the last year and a half has resulted in Chanos retracing his historical returns from shorting!  Oh, but then again, he's providing negative correlation to the indices for his institutional clients in return for those fat fees he charges.  Cheers!

 

;D ;D ;D

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